Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,624 | $106,749-70.4% | $145,433-78.3% | $82,448-61.6% |
| Participation rate | 88.5% | 75.6%+12.8pp | 82.1%+6.3pp | 68.1%+20.4pp |
| Annual return | 19.86% | 27.59%-7.7pp | 66.58%-46.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,210 | $3,444-35.8% | $4,554-51.5% | $2,551-13.3% |
| Participant deferral / active EE | $5,777 | $6,519-11.4% | $7,897-26.8% | $4,139+39.6% |
| Admin fee / account holder | $1,015 | $8,390-87.9% | $13,129-92.3% | $7,234-86.0% |